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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
726
Forum Financial Management
Illinois
$365K -$27.9K -86 -8%
OPPS
727
Obsidian Personal Planning Solutions
Maryland
$365K +$344K +1,058 New
Heritage Wealth Advisors
728
Heritage Wealth Advisors
Virginia
$363K – – –
MLFP
729
MPS Loria Financial Planners
Illinois
$356K – – –
KFP
730
KMG Fiduciary Partners
Ohio
$355K – – –
Hancock Whitney
731
Hancock Whitney
Mississippi
$355K -$20.1K -62 -6%
JWCA
732
J.W. Coons Advisors
Ohio
$353K – – –
DI
733
DFPG Investments
Utah
$352K -$13.3K -41 -4%
TCOO
734
Trust Company of Oklahoma
Oklahoma
$350K -$7.47K -23 -2%
APG
735
Abacus Planning Group
South Carolina
$349K – – –
Federated Hermes
736
Federated Hermes
Pennsylvania
$348K -$43.2K -133 -12%
OIA
737
Optimum Investment Advisors
Illinois
$345K – – –
SFC
738
SYM Financial Corp
Indiana
$345K – – –
VBCG
739
Valley Brook Capital Group
Pennsylvania
$345K – – –
BC
740
Belmont Capital
California
$345K +$325K +1,000 New
WFA
741
Woodward Financial Advisors
North Carolina
$345K +$325K +1,000 New
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$345K – – –
FRM
743
Fox Run Management
Connecticut
$339K +$8.12K +25 +3%
CFP
744
Catalyst Financial Partners
Massachusetts
$339K +$48.4K +149 +18%
SWK
745
Stephen W. Kidder
$337K – – –
FMLI
746
Fukoku Mutual Life Insurance
Japan
$336K – – –
SMC
747
Smith, Moore & Co
Missouri
$333K -$974 -3 -0.3%
DIM
748
Delta Investment Management
California
$333K – – –
Allstate Corporation
749
Allstate Corporation
Illinois
$331K – – –
ACA
750
Atlas Capital Advisors
Wyoming
$330K – – –